automation
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Commercial in Confidence. © 2014 Saasu Pty Ltd. All Rights Reserved.
!17th September 2014 !BY Marc Lehmann CEO, Saasu ceo@saasu.com @saasu @marclehmann
CEO INSIGHTS
Automation
About me
Marc Lehmann CEO, Saasu.com !Launched Saasu with a self-funded approach to creating a great value, cloud-based accounting solution for businesses worldwide. !Prior: Director of Principal Finance and Credit Trading Risk at Deutsche Bank. !I believe businesses should automate as many processes as possible, giving their owners and staff the gift of time to spend with their families and exploring the world. !Email: ceo@saasu.com Twitter: @saasu @marclehmann
Disclaimer
General and Educational. !
These are take away ideas only, not advice. Your financial planner & accountant are your advisors for your specific circumstances.
So what’s the secret?
Automation methods
machines
⚙software
"people
👫 outsource
🏦
Image: Tom Page @ Flickr https://www.flickr.com/photos/tompagenet/
Automation is about rituals
At Saasu we pick one idea in each key area to action at a time.
% Customer Advocacy
👥 Marketing Flywheel
' Experience Refinement
AUTOMATION
Top 10 Automations
AUTOMATION
Email Processing
Email. It owns you… Unless.
Email Filters
Email to Case
Systems vs Email for work
💬 CHAT
) PROJECT
+ CASES
, TRANSACT
+ CRM
Scripted or Canned Responses
AUTOMATION
Marketing automation
Using Big Data in Small Biz, automatically
Using Tags to Segment data in Saasu
Mixpanel
Segmenting Data in Email
Customer Journey
Unknown Anonymous
Known marc@
Scoring+10+5+20
Threshold +50 = MQL
Conversion Success %
❓ ANON
👫 CONTACT
📈 ENGAGED
🔔 QUALIFIED
0 SALES
Marketing Automation➡ Sales CRM➡
➡ ➡ ➡ ➡
Scoring customers
Check-in with customers
!Hi John, !I wanted to touch base and personally welcome you to Saasu—thanks for giving us a go! !I'd like to invite you to contact me personally if you have any feedback while you're using Saasu via ceo@saasu.com. I’d love to hear your perspective. I read an answer all the emails I get as soon as I can get to them. For service questions our Client Managers are here to assist also via service@saasu.com !Kind regards, Marc !Marc Lehmann Founder & CEO, Saasu ceo@saasu.com
AUTOMATION
Transition
Too much stuff, too many systems
https://www.flickr.com/photos/cdye/
Jump
AUTOMATION
Transactions Processing
Straight through processing (STP)
Checkout2
Merchant3
Customers👥
Bank🏦
KPI’s🎯
Accounting
,Bank Data
📱
Straight through processing
Setup Time/$
Ongoing Time/$
Data Delay
Data Accuracy
Straight through processing ⋆ ⋆⋆⋆ ⋆⋆⋆ ⋆⋆⋆
Merchant data feeds ⋆ ⋆⋆⋆ ⋆⋆ ⋆⋆⋆
Bank data feeds ⋆⋆⋆ ⋆⋆ ⋆⋆ ⋆⋆⋆
Import CSV files ⋆⋆⋆ ⋆ ⋆ ⋆⋆⋆
Manual data capture ⋆⋆⋆ ⋆ ⋆ ⋆
Merchant fees
Using bank automation for expenses
Bank Feed Support
Employee Time
Credit Risk
Cost Time/$
Debit Cards ⋆⋆⋆ ⋆⋆⋆ ⋆⋆ ⋆⋆⋆
Credit Cards ⋆⋆ ⋆⋆⋆ ⋆ ⋆⋆⋆
Employee credit card ⋆ ⋆⋆⋆ ⋆
Single Purchase ⋆⋆ ⋆⋆⋆ ⋆⋆
Petty Cash ⋆ ⋆⋆⋆ ⋆
Workflow automation
CREATE FROM A SALE (OR PURCHASE)
RECURRING SALES OR PURCHASES
Bank Rules to automate reconciliation
AUTOMATION
Customer Experience
After market service
https://www.flickr.com/photos/niallkennedy/
Managing Customers Asset Cycle
Servicing
📅Refreshing
↻Warranty
9
Warranty, Leases, Servicing
!Electronics e-tailer Serial Number, Colour, Memory Size, Connectivity Type, Warranty, Lease
Heath Food Shop Serial Number, Expiry, Batch Number, Recall date
Music/Software Product Key, ISIN, Expiry/Renewal
Publication seller Renewal date, Author, Publisher, Format, Genre or Category
AUTOMATION
Operations and Admin
Template Design
Merge Fields
Building back office systems
7 rules of stunning spreadsheets
1. Version control. 2. Less spreadsheets, more tabs. 3. Learn Macro’s and XML interaction. 4. Learn about tools like Pivot that work
with spreadsheets. 5. Don’t listen to people who say don’t
use spreadsheets. 6. Spreadsheets must have a test cycle. 7. Spreadsheet manipulation must be
limited. Lock fields & formula’s
Buying automation tools off the shelf
Mechanical Turks
Outsourcing multiple tasks, knowledge and complexity is a common mistake. !Single tasks outsourced reduce execution, security, dependency & quality risk.
AUTOMATION
Financial Accounting
, 📊 Usage
, ↻ Recurring Fixed/Var
, 👥 User/Unit
, ; One time
Subscription Economy Evolution
Statements
Secret Squirrel - New Automation Coming Soon
AUTOMATION
Brand Management
Brand guidelines help automates design
Pattern library’s help automate UI & UX design
AUTOMATION
Quality Assurance
Standard Operating Procedures (SOP’s)
Debugging your product or service.
https://www.flickr.com/photos/vadala/
Checklists
https://www.flickr.com/photos/randomwire/
Beacons/Sensors/Feedback
AUTOMATE
Monitor Growth
Financial Dashboard
Sales Dashboard
Marketing Dashboard & Analytics
KPI Dashboard
KPI Dashboards and Informatics
Automation Implementation Checklist
Saasu Pty Limited ACN 093 453 886 http://creativecommons.org/licenses/by/4.0/
PROCESSING
< FINANCIAL
ACCOUNTING
👫 MECHTURKS
👫 CUSTOMER
EXPERIENCE
⚙ SALES & MKTG AUTOMATION
, TRANSACTION PROCESSING
💼 OPERATIONS
& ADMIN
Smarties Guide by Marc Lehmann
✓ QUALITY
ASSURANCE
) BRAND MGMT
? MONITOR GROWTH
M MIXPANEL
S SALESFORCE
G GECKOBOARD
DASHBOARD
STATEMENTS
SECRET
SQUIRREL
TEMPLATES
MERGE FIELDS
@ SPREADSHEET
A CONNECTORS
B FILTERS
C EMAIL TO
CASE
9 SCRIPT
RESPONSE
% OUT OF EMAIL
📺 SCREENS
🌄 BRAND
GUIDELINES
F PATTERN LIBRARY
+ BACK OFFICE
SYSTEMS
ACTIVITIES
ATTRIBUTES
2 STP
💳 CREDIT CARD FOR EXPENSE
MERCHANT
FEE HANDLE
WORKFLOW
AUTOMATION
BANK RULES
TAG
CONTACTS
🚘 MIXPANEL OR
MARKETO
🚘 CUSTOMER JOURNEY
% SCORE
CUSTOMERS
✉ TRIGGER
EMAILS/CALLS
⏱ TRANSITION
AUTOMATION
J LESS SYSTEMS
JUMP SEARCH NAVIGATION
K SOP”S
✓ CHECKLISTS
🐛 AUTOMATED
TESTING
M AUTO SENSE & FEEDBACK
↻ SUBSCRIBE VS
ONE TIME
FIND OUT MORE www.saasu.com !CONTACT Marc Lehmann Chief Executive Officer, Saasu marc@saasu.com @saasu @marclehmann
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